iShares S&P 500 Index shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 7.0k | 669.34 |
| 2025-06-30 | $4.3M | 7.0k | 620.90 |
| 2025-03-31 | $3.9M | 6.9k | 561.93 |
| 2024-12-31 | $4.2M | 7.2k | 588.65 |
| 2024-09-30 | $4.2M | 7.3k | 576.81 |
| 2024-06-30 | $4.0M | 7.3k | 547.23 |
| 2024-03-31 | $3.9M | 7.3k | 525.70 |
| 2023-12-31 | $3.5M | 7.4k | 477.60 |
| 2023-09-30 | $3.2M | 7.5k | 429.42 |
| 2023-06-30 | $3.3M | 7.4k | 445.72 |
| 2023-03-31 | $3.1M | 7.4k | 411.09 |
| 2022-12-31 | $3.0M | 7.7k | 384.23 |
| 2022-09-30 | $2.8M | 7.7k | 358.69 |
| 2022-06-30 | $2.9M | 7.7k | 379.13 |
| 2022-03-31 | $3.9M | 8.7k | 453.70 |
| 2021-12-31 | $4.2M | 8.8k | 476.96 |
| 2021-09-30 | $3.8M | 8.9k | 430.87 |
| 2021-06-30 | $3.9M | 9.1k | 429.94 |
| 2021-03-31 | $3.6M | 9.1k | 397.84 |
| 2020-12-31 | $3.5M | 9.2k | 375.39 |
| 2020-09-30 | $3.1M | 9.2k | 336.01 |
| 2020-06-30 | $2.8M | 9.2k | 309.75 |
| 2020-03-31 | $2.4M | 9.1k | 258.40 |
| 2019-12-31 | $3.1M | 9.5k | 323.30 |
| 2019-09-30 | $3.1M | 10k | 298.48 |
| 2019-06-30 | $3.0M | 10k | 294.75 |
| 2019-03-31 | $2.9M | 10k | 284.55 |
| 2018-12-31 | $2.6M | 10k | 251.57 |
| 2018-09-30 | $3.1M | 10k | 292.76 |
| 2018-06-30 | $2.8M | 10k | 273.09 |
| 2018-03-31 | $2.9M | 11k | 265.40 |
| 2017-12-31 | $3.0M | 11k | 268.84 |
| 2017-09-30 | $2.8M | 11k | 252.89 |
| 2017-06-30 | $2.6M | 11k | 243.44 |
| 2017-03-31 | $2.6M | 11k | 237.25 |
| 2016-12-31 | $2.5M | 11k | 225.00 |
| 2016-09-30 | $2.4M | 11k | 217.55 |
| 2016-06-30 | $2.3M | 11k | 210.48 |
| 2016-03-31 | $2.3M | 11k | 206.67 |
| 2015-12-31 | $2.3M | 11k | 204.88 |
More positions owned by Jackson, Grant Investment Advisers
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